Mather Group’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Mather Group’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.9K	Hold	3,238	–	–	﹤0.01%	1345
2026 Q2	$29.9K	Sell	3,238 -2,649	-45%	-$24.4K	﹤0.01%	1239
2026 Q1	$53.2K	Buy	+5,887	New	+$55.5K	﹤0.01%	1048

Other funds holding PFO

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $442M AUM 32.59% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Mather Group's PFO Position: Q3 2026 in Review

Mather Group held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q3 2026 at 3,238 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Mather Group first reported a position in PFO in Q1 2026 and has held it in 3 quarters since. The position peaked at $53.2K in Q1 2026. 7 funds tracked by Wall St. Rank hold PFO as of Q3 2026.

Mather Group held 3,238 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $27.9K as of Q3 2026.
Mather Group left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q3 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1345 holding.
Mather Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2026 and has held it in 3 quarters since.
Mather Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $53.2K in Q1 2026.
7 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.